Top best Estate Planning Lawyers Near me in ZIP 98101

Working primarily in Ryan Swanson’s Estate Planning & Probate practice group, Brad brings experience in managing the nuances of all types of assets and creating customized plans for wills, trusts for relatives or pets, power of attorneys, living wills, and disposition of remains. His creation of unique trust and estate plan structures has helped clients implement tax-saving strategies as they look to pass their legacy forward.. Brad is also versed in contract law, including the drafting and reviewing of complex agreements in business and personal matters. He works with clients to minimize their risk by drafting, reviewing, negotiating, and executing legally binding agreements.. Brad partners closely with business owners and entrepreneurs to help them plan in advance, realize their vision and grow into success. This includes entity structure and formation; partnership, membership, and operating agreements; and business compliance.

Walter is an associate in Dorsey's Tax, Trusts and Estates practice group. His practice focuses on all aspects of wealth management, including implementing practical and tax efficient estate plans, business succession planning, nonprofit organizations, and assisting executors and trustees in fulfilling their duties.

Thank you for visiting my Avvo home page. I represent clients of all types, and I look forward to representing you. I am proud to have a "Superb" Avvo Rating. Please also look at my client ratings and endorsements from other lawyers. I work hard, and I think it shows.
Thanks,
Wendy

Seattle native, Ken Bloch, is an AV rated attorney by Martindale-Hubbell and a three-time Washington Super Lawyer honoree (Washington Law & Politics, 2008, 2009, 2010).. Mr. Bloch’s legal experience includes a wide range of practice, including business contracts, business and tort litigation, business entity formation, real estate matters, estate planning and administration. For the past 20 years his practice has primarily been limited to business consulting, all facets of real estate development, estate planning and administration.

RoseMary serves as general counsel to wealthy individuals, their families, and their businesses. She works closely with clients to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including real estate developers, entrepreneurs, business owners, principals of private equity and venture capital firms and executives of privately-held and public companies, turn to her for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy, and business succession.. She also assists families with probate and trust administration. In addition to her trust and estate work, RoseMary advises not-for-profit organizations on a variety of issues, including obtaining and maintaining 501(c)(3) status. She has been listed as Lawyer of the Year for Nonprofit/Charites Law and Trust and Estates by Best Lawyers, and is ranked in Chambers and Partners High Net Worth guide.

Robbie counsels individuals, families and businesses on matters involving income, estate and gift tax planning. He represents many businesses in transactional matters, including mergers and acquisitions, succession planning and organization strategies. Robbie also handles probate and trust matters and designs estate plans for clients of all financial means. His tax background cements his relationship with clients for both business and estate planning purposes.

Karen Boxx is currently of counsel with the firm. She focuses her practice on estate planning and consulting in probate, trust, and estate tax matters. Since 1997, Ms. Boxx has been on the faculty of the University of Washington School of Law, where she teaches in the areas of wills and trusts, estate and gift tax, community property, and estate planning. Before joining the faculty, she was in private practice for fourteen years, representing clients in estate planning, probate, trust, and guardianship matters, as well as small businesses and nonprofit organizations.

Jonathan L. Bowman is the managing partner of Jonathan L. Bowman, Attorney at Law, PS; a Seattle, WA law firm which focuses on Estate Planning, Elder Law, Probate, Real Estate Law, Business Law and Marital & Domestic Relations matters. Mr. Bowman is a graduate of Gonzaga University School of Law and has been a member of the Washington State Bar Association since November 19, 1993. Mr. Bowman guest lectures for various groups and organizations, including the Washington State Bar Association and the King County Bar Association on Domestic Relations matters. Mr. Bowman has served on many local non-profit boards, including volunteering as a director, officer, executive committee member and president of the Greater Seattle Business Association; as director(s) of the Women's Funding Alliance and of the Greater Queen Anne Chamber of Commerce; and on the Executive Committee of the Board of Directors for Flying House Productions. For many years Mr. Bowman and his firm have supported same sex marriage, and in 2013 and 2015, was asked to sign on two Supreme Court of the United States Amicus Curiae Briefs, which ended in favorable decisions of same sex marriages.. Mr. Bowman believes that a balance of work, family, friends, and giving back to one's community is essential to his firm's success and the success of others.

I have been practicing law in Seattle since graduating with honors from Seattle University School of Law in 1998.  My practice focuses primarily on estate and tax planning, probate, trust and estate litigation, trust administration, prenuptial and postnuptial agreements, domestic partnership agreements and succession planning and business transactions.  I also co-founded and partnered a local tax, business and estate planning firm in Seattle.. Over the years, I have represented a wide range of trust, estate and probate clients, working to assist them in their personal and tax planning needs.  Additionally, I have represented beneficiaries, personal representatives and trustees in estate litigation, both in defending fiduciaries and in bringing actions against fiduciaries.. As a member of the editorial board for the Real Property, Probate and Trust section of the Washington State Bar Association (WSBA), I have written articles and presented materials on topics ranging from tax filing to nontraditional family estate planning.  I am a member of the Estate Planning Council of Seattle and a member of the Tax Section fo the WSBA.. Prior to attending law school, I spent over eight years as a stockborker, regional sales manager and vice-president of a local brokerage firm.  My background gives me an understanding in financial and economic issues, as well as hands-on experience in dealing with the personal planning needs of individual clients.

I enjoy Estate Planning because it is an area of law in which I can help clients solve problems before they occur, instead of helping them pick up the pieces in an already frustrating situation. The nature of estate planning also makes it possible for me to really get to know my clients and form a relationship of trust. Taking the time to learn about my clients' values, families, and circumstances helps me design an estate plan that will give them a sense of peace. I also do probates, because I love to help people at critical junctures in their lives, such as following the death of a loved one.

I am a member of two practice groups at Lasher Holzapfel Sperry & Ebberson. As a member of the Estate Planning, Probate and Trust practice I assist clients on a range of estate planning, trust matters, and business issues. I develop and implement succession plans and other plans of reorganization that efficiently navigate tax matters and successfully transfer private family companies to successive generations. I also prepares wills and trusts (irrevocable and revocable) as well as advanced estate plans that involve charitable and family gifts, private foundations, and family limited liability companies. I handle the legal administration of many large and small probates, which can often give rise to post-mortem tax planning.. As a member of the Corporate and Business Law practice group, I am experienced in business transactions, including drafting and negotiating letters of intent, purchase agreements, leases and finance agreements. I advise clients on business entity selection and formation, and reviews business-related contracts.. Outside of my practice, I enjoy traveling to Maui, creating Hawaiian quilts, and working on my golf game.

Heidi focuses on all aspects of estate planning, estate and gift taxation, and estate and trust administration with an emphasis on personal planning for high net worth families and individuals. Heidi's practice also focuses on charitable planned giving for families and individuals and advising tax-exempt organizations with respect to incorporation, board structuring and education, federal and state compliance, and strategic planning.

George specializes in business law, tax and estate planning.  He graduated with honors from the University of Washington where he also received his law degree and an MBA (finance/accounting).  George serves as general legal counsel to hundreds of private and family companies and also serves as estate planning counsel to the owners of virtually all of these businesses. In addition, George acts as estate planning counsel to senior and other executives of publicly held corporations and their families. Finally, George handles the estate administration for many clients, including assuring that advanced estate plans and trusts are properly implemented.  His practice includes formation, operation and liquidation of businesses, business sales, and estate planning/probate for large estates.  George has often taught for the Washington Bar and at the UW School of Law, and received the Outstanding Faculty Award from Golden Gate Graduate School of Taxation.  His broad experience and attentive client service – combined with the effective use of technology – are foundational to his well-respected and successful law practice.

Drawing on her thirty plus years’ experience as a practicing attorney, Ann advises clients regarding potential claims and disputes. She guides trustees, executors, and other fiduciaries who are dealing with difficult situations, such as murky trust documents and wills and challenging beneficiaries. She helps clients understand their duties and complete the administration process, seeking judicial rulings as necessary. Ann also represents beneficiaries, including individuals and charities, who seek or need assistance in protecting their rightful shares of trust and probate assets.. Over the years, Ann has brought and defended many will and trust contests and actions under Washington’s Trust and Estate Dispute Resolution Act.. As well as working with professional fiduciaries, Ann works with clients who have little or no experience with legal disputes. She helps clients understand their rights and duties, looks for cost-effective solutions, uses mediation when appropriate, and takes matters to hearing or trial. Ann brings an assertive, thoughtful, and experienced approach to this emotionally-charged area of litigation.. In addition, Ann assists clients with designing and implementing comprehensive plans to reduce state and federal estate, gift, generation-skipping transfer tax and the orderly transition of assets between generations. Ann also handles all aspects of probate and estate administration.. Ann is ranked in Chambers High Net Worth Guide as a Band 1 practitioner for Private Wealth Disputes - Washington.

Donica Ramsey is a dedicated attorney with a passion for helping clients navigate challenging legal matters. Originally from San Antonio, Texas, Donica grew up moving frequently as her father served in the U.S. Army. She earned her undergraduate degree from Saint Mary’s University in San Antonio in 2018 before relocating to Seattle to attend Seattle University School of Law. She graduated with her J.D. in 2021.. While still in law school, Donica gained hands-on legal experience working as a Rule 9 Legal Intern for a solo practitioner in Port Angeles, Washington. After graduating, she continued in a full-time role at the firm and, upon passing the Washington State Bar in 2022, became an attorney focusing on Probate, Estate Planning, and Business Law. Recognizing a growing need for family law attorneys in the region, she expanded her practice in December 2022 to include family law. She quickly developed a reputation for her skill in handling family law matters and found deep fulfillment in guiding clients through some of the most difficult moments of their lives.. Beyond her private practice, Donica has demonstrated her commitment to serving underrepresented communities. She contracted with a nonprofit to provide legal services to Native American tribal members who were survivors of domestic violence and sexual assault, ensuring access to critical legal representation at a reduced rate.. Donica is known for her compassionate yet strategic approach to legal advocacy. She prioritizes understanding her clients’ needs, helping them navigate legal complexities, and fiercely advocating on their behalf when necessary.

Denelle’s practice includes estate planning, trusts, and probate. As a graduate of the University of Washington and Seattle University, she particularly enjoys helping Puget Sound-area families plan for their future.. After law school, Denelle provided legal counsel to bioethicists and global health researchers at the Fred Hutchinson Cancer Research Center in Seattle. This included legal and contract support for HIV vaccine trials across Africa. She applies these experiences with complex contract drafting and negotiations to her estate planning practice, ensuring quality while also taking time to explain the options for each client’s individual needs. Clients appreciate her warmth, intelligence, and attention to detail.

As an attorney and a CPA, Kari’s practice focuses primarily on estate and tax planning. Kari was born in Walla Walla, Washington. She moved to Seattle in 1984, spent time in Pullman and Spokane, and moved back to Seattle in 1999. Prior to joining Ryan Swanson, Kari worked in a CPA firm and as CFO of her family’s automotive business. Both careers provided her with extensive experience in a myriad of issues that are raised with closely held businesses and succession planning. Kari’s work in a number of family transactions also provided the catalyst for her career in estate planning.

Andrew provides sophisticated estate, gift, generation skipping, and other tax-optimized wealth transfer strategies, business succession planning, trust administration, as well as customized “family office” solutions to high-net worth individuals, families, and private businesses across the Pacific Northwest. He serves as outside general counsel to many private businesses, guiding legal strategy for significant and complex matters associated with the business and legal affairs of businesses and their owners, including corporate, limited liability company, real estate, and employment work.. In his multi-disciplinary practice, Andrew advises on a variety of business matters, including purchases and sales of businesses and ongoing corporate and employment law issues. His real estate practice regularly includes residential and commercial property transactions for many millions of dollars, as well as complex commercial leasing.. Overall, Andrew is recognized and appreciated by his clients for providing high value, strategic and discreet solutions while rendering extraordinary client service on highly confidential matters important to his clients’ interests.

An experienced negotiator and litigator, Karolyn’s practice focuses primarily on trust and estate disputes, complex business disputes, and disputes between members of closely held companies.. Clients come to Karolyn for her compassionate advocacy and insightful counsel while working in their best interest. Highly regarded as a top trust and estate litigator in Washington, Karolyn uses her long-standing, well-established relationships with other leading attorneys in her field to avoid litigation and resolve matters early. When a case cannot be settled, she is a seasoned litigator--with a demonstrated track record on behalf of her clients.. In her 22 years of private practice, Karolyn has handled cases on behalf of fiduciaries, beneficiaries, charities, major corporations, closely held businesses, and individual parties.. Karolyn also serves as a mediator in numerous and varied cases, helping attorneys achieve settlements for their clients and avoid ongoing fees, costs, trials and appeals.

Alison is an experienced trust and estate attorney who focuses her practice in trust and estate litigation. With a legal career spanning over 20 years and a background in tax, Alison brings a unique perspective to her practice that enables her to navigate the complexities that arise in matters where personal and financial issues are deeply intertwined.. Alison is known for her strategic, compassionate advocacy, and she has successfully represented clients in a wide range of trust and estate disputes, including will contests, breach of fiduciary duty claims, financial exploitation, and other matters brought under the Trust and Estate Dispute Resolution Act (TEDRA) and the Vulnerable Adult Protection Act. Her dedicated approach to her client’s needs is matched by her fierce representation in court, ensuring that her client’s interests are fully protected. Alison also appreciates the value of avoiding litigation where appropriate. A key component of her practice is to advise and represent clients who seek alternatives to litigation, such as mediation, and she strives to find creative solutions to help her clients achieve their goals while minimizing the emotional and financial toll of the legal process.. Alison received her Juris Doctorate degree in 2002 from American University, where she graduated magna cum laude. After spending the first decade of her legal career practicing criminal defense at Society of Counsel Representing Accused Persons in Seattle, Washington, she earned her LL.M. in taxation from the University of Washington School of Law. Since 2013, Alison has focused her work solely in the area of trusts and estates.. Outside of her legal practice, Alison is an active member of the Seattle community. She is a past president and past board member of the QLAW Association and is a contributing editor to the Real Property Probate and Trust Newsletter published by WSBA. She also speaks regularly on trust and estate topics at legal conferences and continuing legal education seminars.Alison was born and raised in Oklahoma and is proud to be an enrolled member of the Osage Nation.